13F Filings History of Teamwork Financial Advisors, LLC

Latest 13F report
Q4 2025 - 09 Jan 2026
Value $
$938,441,923
Signature - Title
Doug Moe - CCO
Location
San Antonio, TX
Summary
This page shows a list of all the recent 13F filings made by Teamwork Financial Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Teamwork Financial Advisors, LLC reported 173 stock holdings with total value $938,441,923 as of Q4 2025. Top holdings included AAPL, AMZN, NVDA, MSFT, and BIL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 173 $938,441,923 +$165,964,413 -$132,104,931 +$33,859,482 AAPL, AMZN, NVDA, MSFT, BIL 13F-HR 08 Jan 2026, 17:45
Q3 2025 177 $918,130,948 +$331,754,614 -$277,555,704 +$54,198,910 AAPL, AMZN, BIL, NVDA, MSFT 13F-HR 08 Oct 2025, 13:38
Q2 2025 168 $814,877,240 +$237,003,008 -$234,252,867 +$2,750,141 JEPI, BIL, AMZN, KNG, NVDA 13F-HR 07 Jul 2025, 16:20
Q1 2025 155 $725,836,636 +$210,059,303 -$203,847,710 +$6,211,593 AAPL, JEPI, AMZN, JEPQ, NVDA 13F-HR 10 Apr 2025, 15:00
Q4 2024 160 $767,563,006 +$133,542,806 -$107,257,853 +$26,284,953 AAPL, AMZN, JEPI, MSFT, NVDA 13F-HR 17 Jan 2025, 16:44
Q3 2024 159 $721,478,664 +$136,990,635 -$108,761,330 +$28,229,305 AAPL, JEPI, AMZN, MSFT, NVDA 13F-HR 16 Oct 2024, 15:43
Q2 2024 137 $674,607,774 +$219,928,288 -$193,307,165 +$26,621,123 AAPL, AMZN, JEPI, MSFT, FANG 13F-HR 06 Aug 2024, 10:26
Q1 2024 179 $649,543,444 +$194,146,846 -$170,012,891 +$24,133,955 AAPL, MSFT, AMZN, NVDA, COWZ 13F-HR 19 Apr 2024, 16:29
Q4 2023 184 $582,788,028 +$51,658,063 -$134,244,271 -$82,586,208 AAPL, MSFT, BIL, FANG, AMZN 13F-HR 19 Jan 2024, 11:55
Q3 2023 200 $612,562,152 +$73,608,773 -$57,954,601 +$15,654,172 AAPL, BIL, MSFT, FANG, AMZN 13F-HR 31 Oct 2023, 14:21
Q2 2023 191 $615,346,147 +$118,731,556 -$87,842,338 +$30,889,218 AAPL, MSFT, BIL, FANG, AMZN 13F-HR 17 Jul 2023, 16:58
Q1 2023 181 $540,854,885 +$144,846,795 -$132,722,474 +$12,124,321 AAPL, MSFT, FANG, DVN, JEPI 13F-HR 06 Apr 2023, 15:37
Q4 2022 191 $494,249,909 +$111,072,668 -$95,401,165 +$15,671,503 AAPL, DVN, MSFT, FANG, HDV 13F-HR 17 Jan 2023, 12:53
Q3 2022 200 $463,863,000 +$102,627,807 -$75,906,733 +$26,721,074 AAPL, DVN, MSFT, FANG, FDL 13F-HR 12 Oct 2022, 11:37
Q2 2022 203 $457,996,000 +$122,635,682 -$115,281,707 +$7,353,975 AAPL, DVN, MSFT, FANG, FDL 13F-HR 22 Jul 2022, 12:19
Q1 2022 241 $536,458,000 +$168,226,698 -$159,685,524 +$8,541,174 AAPL, MSFT, DVN, FANG, EPD 13F-HR 18 Apr 2022, 15:43
Q4 2021 293 $544,344,000 +$78,395,270 -$60,378,104 +$18,017,166 AAPL, PINS, V, DVN, TTD 13F-HR 31 Jan 2022, 16:24
Q3 2021 265 $505,100,000 +$75,114,828 -$36,219,409 +$38,895,419 AAPL, PINS, V, SE, OIH 13F-HR 13 Oct 2021, 12:50
Q2 2021 242 $489,796,000 +$79,208,610 -$52,308,166 +$26,900,444 AAPL, PINS, OIH, V, SE 13F-HR 13 Jul 2021, 16:11
Q1 2021 229 $426,434,000 +$79,252,363 -$69,021,195 +$10,231,168 AAPL, PINS, V, SE, MELI 13F-HR 12 Apr 2021, 11:22
Q4 2020 196 $420,662,000 +$60,346,318 -$18,400,879 +$41,945,439 AAPL, PINS, TTD, V, VGSH 13F-HR 05 Feb 2021, 18:55
Q3 2020 177 $322,723,000 +$120,406,310 -$59,290,379 +$61,115,931 AAPL, V, PINS, TTD, VGSH 13F-HR 15 Oct 2020, 12:50
Q2 2020 185 $279,191,000 +$101,437,633 -$33,317,048 +$68,120,585 AAPL, V, TTD, AMZN, DIS 13F-HR 13 Jul 2020, 16:42
Q1 2020 112 $161,266,000 +$48,366,486 -$27,019,257 +$21,347,229 AAPL, V, TTD, BRKB, PINS 13F-HR 04 May 2020, 14:04
Q4 2019 108 $167,098,000 $0 $0 $0 AAPL, V, BRKB, SHY, TJX 13F-HR 13 Feb 2020, 14:50